AA

Ancora Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,709
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$28M
3 +$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

1 +$27.6M
2 +$20.8M
3 +$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

1 Industrials 13.78%
2 Technology 12.98%
3 Consumer Discretionary 11.23%
4 Financials 8.08%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NIO icon
1651
NIO
NIO
$13.4B
$10.3K ﹤0.01%
1,701
-10
DDM icon
1652
ProShares Ultra Dow30
DDM
$504M
$10.2K ﹤0.01%
196
+1
PINS icon
1653
Pinterest
PINS
$12B
$10.1K ﹤0.01%
553
+506
IYR icon
1654
iShares US Real Estate ETF
IYR
$4.83B
$10.1K ﹤0.01%
107
FIGB icon
1655
Fidelity Investment Grade Bond ETF
FIGB
$499M
$10.1K ﹤0.01%
235
TGTX icon
1656
TG Therapeutics
TGTX
$6.15B
$10K ﹤0.01%
301
WF icon
1657
Woori Financial
WF
$14.7B
$9.99K ﹤0.01%
150
ZOM
1658
DELISTED
Zomedica Corp.
ZOM
$9.98K ﹤0.01%
83,610
-216,390
GFL icon
1659
GFL Environmental
GFL
$12.8B
$9.89K ﹤0.01%
+237
SANM icon
1660
Sanmina
SANM
$13.5B
$9.85K ﹤0.01%
76
CSGP icon
1661
CoStar Group
CSGP
$13.8B
$9.84K ﹤0.01%
244
-175
MRCY icon
1662
Mercury Systems
MRCY
$6.68B
$9.84K ﹤0.01%
135
BBY icon
1663
Best Buy
BBY
$15.1B
$9.81K ﹤0.01%
153
-263
FMDE icon
1664
Fidelity Enhanced Mid Cap Core ETF
FMDE
$6.93B
$9.78K ﹤0.01%
+272
SNDR icon
1665
Schneider National
SNDR
$6.52B
$9.78K ﹤0.01%
371
-839
OGIG icon
1666
ALPS O'Shares Global Internet Giants ETF
OGIG
$110M
$9.71K ﹤0.01%
238
NBTB icon
1667
NBT Bancorp
NBTB
$2.41B
$9.71K ﹤0.01%
228
BMEZ icon
1668
BlackRock Health Sciences Trust II
BMEZ
$896M
$9.71K ﹤0.01%
676
+600
UPST icon
1669
Upstart Holdings
UPST
$2.85B
$9.62K ﹤0.01%
375
PCG icon
1670
PG&E
PCG
$37.7B
$9.56K ﹤0.01%
544
MCHI icon
1671
iShares MSCI China ETF
MCHI
$6.26B
$9.49K ﹤0.01%
+169
THG icon
1672
Hanover Insurance
THG
$6.76B
$9.36K ﹤0.01%
54
-281
CIEN icon
1673
Ciena
CIEN
$69.1B
$9.32K ﹤0.01%
24
+5
CASH icon
1674
Pathward Financial
CASH
$1.69B
$9.28K ﹤0.01%
104
PCTY icon
1675
Paylocity
PCTY
$6.08B
$9.18K ﹤0.01%
85
+66